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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Salary: $90,000 - $120,000 per year A bit about us: We are representing an established public accounting firm in Melville, New York seeking an experienced Senior Auditor to join its audit practice. The Senior Auditor will serve as the in-charge auditor across engagements of varying size and complexi

Why join us? Hybrid work schedule (typically 3 days in-office) Strong exposure to high-net-worth individuals and closely held businesses True generalist tax experience (not siloed or niche work) Opportunity to grow into tax planning and advisory work Collaborative, supportive team environment Direct

Audit Senior (remote available) \n $90-110k base (depending on experience) + discretionary bonus + full benefits package \n Location: East Meadow, NY (in office visits preferred) \n \n We're an established Long Island audit and assurance firm specializing in co-op, condo, and HOA audits. We’re an easygoing group that values in-office camaraderie, with the remote infrastructure to support auditors across the US. We’re seeking an experienced Audit Senior who has audited Common Interest Realty Associations (CIRAs): homeowner associations, condominiums, and co-ops. You’ll own a stable book of 30+ annual audits, serving community association clients, most of whom we’ve held for decades. Apply now! \n \n What You’ll Do \n\n • Work a book of ~30 annual CIRA audit engagements\n, • Serve HOA, condominium, co-op, and other CIRA clients\n, • Prepare and review financial statements, audit workpapers, and related reports\n, • Collaborate directly with clients, boards, and management teams throughout engagements\n\n \n What We’re Looking For \n\n • BS Accounting\n, • CPA preferred\n, • 4+ years of external audit experience\n, • experience auditing HOAs, condominium associations, or co-ops required\n, • Strong client-facing communication and relationship-building skills\n\n \n Benefits & Perks \n\n • $90-110k base salary (DOE)\n, • Fully remote flexibility\n, • 35-hour standard workweek outside of busy season\n, • Busy-season hours are paid, not absorbed into your salary like at many firms\n, • Discretionary annual bonus (historically around 10%, paid in December)\n, • Firm-paid individual health insurance (small pre-tax contribution)\n, • Dental coverage available\n, • 401(k) with company matching contribution\n, • 15 paid days off to start, growing to 20 with tenure\n\n \n If you enjoy owning CIRA engagements and working directly with clients, let’s talk.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Position Title: Staff Accountant Location: Melville, NY (On-Site) Industry: Healthcare A growing healthcare organization is seeking a Staff Accountant to join its accounting team. This is an excellent opportunity for someone with 1–2+ years of accounting experience who is looking to continue developing their career in a collaborative, fast-paced environment. Candidates coming directly from public accounting or private industry are encouraged to apply. CPA eligibility or progress toward the CPA is a plus. Responsibilities • Assist with the month-end and year-end close process, including preparing journal entries and account reconciliations., • Reconcile bank accounts, balance sheet accounts, and the general ledger., • Prepare supporting schedules and assist with monthly financial reporting., • Support Accounts Payable, Accounts Receivable, and cash management activities as needed., • Analyze financial data and investigate account variances., • Assist with audit preparation and provide documentation for external auditors., • Help maintain strong internal controls and identify opportunities for process improvements., • Collaborate with finance and operational teams to ensure accurate and timely financial reporting. Qualifications • Bachelor's degree in Accounting or Finance., • 1–2+ years of accounting experience in public accounting, healthcare, or another industry., • CPA, CPA candidate, or parts of the CPA exam passed is a plus., • Strong understanding of GAAP and general accounting principles., • Proficiency in Microsoft Excel; experience with ERP or healthcare accounting systems is a plus., • Strong analytical, organizational, and communication skills., • Detail-oriented with the ability to manage multiple priorities in a deadline-driven environment. This is a great opportunity to join a growing healthcare organization that offers exposure to all aspects of the accounting function and opportunities for long-term career growth. Please send your resume (Word format preferred) to Steven.Mas@lhh.com for immediate consideration. Not the right fit? Let's connect. I recruit for a variety of accounting and finance opportunities across Long Island and the NYC metro area. Equal Opportunity Employer/Veterans/Disabled • To read our Candidate Privacy Information Statement, please visit: _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • • San Francisco Fair Chance Ordinance

Client Services & Administrative Coordinator Incorvaia & Associates, CPAs, PC Jericho, NY | Full-Time | In-Person | Monday-Friday, 9:00 AM-5:00 PM $55,000-$65,000, depending on experience Are you organized, dependable, and someone who likes staying on top of the details and making sure things get done? Incorvaia & Associates is a growing CPA and advisory firm looking for a Client Services & Administrative Coordinator to join our team. This person will be an important point of contact for our clients while helping keep the day-to-day administrative side of the firm organized and moving forward. This is a great opportunity for someone with administrative or client service experience in a professional setting such as financial services, banking, insurance, a law firm, or an accounting/CPA firm. What You’ll Do: You'll work closely with both our clients and internal team to keep communication, documents, and everyday administrative needs on track. Your responsibilities will include: • Serve as a first point of contact for clients, answering calls and emails and helping with everyday requests, • Request and collect documents from clients and follow up when information is still needed, • Keep client records organized by scanning, uploading, filing, and routing documents to the right team members, • Prepare and send documents through DocuSign and follow up on outstanding signatures, • Help clients get set up with and navigate our online portals and systems, • Support the administrative side of the tax return process, including collecting documents, coordinating signatures, tracking submissions, and communicating updates to clients, • Keep track of outstanding items and follow up with clients or team members to help keep work moving, • Schedule client appointments and meetings, • Assist with billing, invoice follow-ups, and ACH and credit card payment authorizations, • Prepare administrative forms and client correspondence, • Coordinate outgoing mail, FedEx shipments, and other general office needs, • Work alongside the team to identify next steps, resolve missing information, and make sure client requests are followed through to completion What We’re Looking For: We're looking for someone who is professional, dependable, detail-oriented, and proactive. Ideally, you have: • A minimum of 2 years of experience in an administrative, client service, customer service, or office support role, • Experience working directly with clients in a professional setting, • Strong written and verbal communication skills, • Excellent organization and attention to detail, • Strong follow-through and the ability to keep track of multiple open items, • The ability to manage several priorities without losing sight of the details, • Comfort learning new technology, systems, and processes, • The confidence to work independently, ask questions when needed, and think through what should happen next, • Proficiency with Microsoft Office Experience in a CPA/accounting firm, financial services, banking, insurance, or legal environment is a plus, but not required. We're especially interested in someone who takes ownership of their work. If you send something to a client, you're someone who remembers to follow up. If information is missing, you notice it. And if you're unsure of the next step, you're comfortable asking questions and learning. Our team values ETHER: Ethical, Teachable, Hungry to grow, Enthusiastic, and Reliable. Why Incorvaia & Associates? At Incorvaia & Associates, you'll be joining a small, close-knit team where people work together, help one another, and your contribution matters. You'll work alongside experienced professionals who are available to answer questions, provide hands-on guidance, and help you learn the business. At the same time, you'll have the opportunity to take ownership of your work and become someone the team and our clients can rely on. Because we're a smaller firm, you won't be limited to one narrow responsibility. As you develop your knowledge, you'll gain exposure to different areas of the business and have opportunities to take on additional responsibilities. For someone who is eager to learn, willing to pitch in, and wants to grow with a team, this can be an opportunity to build valuable experience and become an important long-term member of the firm. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Fund Accountant $100-120k base + Bonus Remote (Must be based in the Tri-State Area) Our client is looking for a bright and energetic CPA qualified individual to join their Fund Accounting team. Join a company where you'll have plenty of trust in your ability and great flexibility, as they offer fully remote working. Responsibilities • Delivering accurate and timely production and delivery of reporting to clients by ensuring efficient and accurate NAV review, security valuation, financial statements production, query handling, and other ad-hoc reporting for funds, • Analysis of journal entries, • Making calculation on waterfall distributions, • Full management of transactions from a financial perspective, • Ensuring that team members comply with operating policies, procedures, and guidelines for the completion of Fund Accounting processes, • Ensuring service level agreements, memorandums, and client delivery summaries are maintained, • Acting as a point of escalation for complex client issues Benefits • Medical Insurance fully paid for, • 2 Weeks PTO, • Discretionary Bonus, • Very good working environment, • Healthy work/life balance If you have 5+ years of experience in an Accounting related role and strong expertise with financial statement preparation / GAAP, please apply directly.

Growing and highly entrepreneurial mid-sized advisory firm in Nassau County is seeking a Tax Senior to join their growing team! This is an outstanding opportunity for someone who wants unlimited career opportunity while working with a firm that is able to provide outstanding leadership, while allowing for flexibility and reasonable work/life balance demands that often come with tax careers. Key ResponsibilitiesPrepare and review federal, state, and local tax returns for mid-market corporations (1120/1120S), partnerships (1065), and high-net-worth individuals/trusts (1040/1041).Conduct trial balance adjustments, make journal entries, and compile working papers to bridge client bookkeeping directly to tax software.Serve as a frontline advisor, answering client compliance inquiries and managing their informational data requests.Run annual tax projections and implement strategic tax-saving maneuvers to minimize liabilities for private business owners.Supervise staff accountants, assign engagement files based on their skill sets, and review their completed work papers. Requirements3 to 5+ years of progressive tax compliance experience within a public accounting firm environment.Bachelor’s degree in Accounting.Active CPA license or plans to sit for the exam.Daily proficiency using standard mid-market tax engines such as CCH Axcess, UltraTax, ProSystem fx, or GoSystem.Strong communication skills necessary to translate complex tax rules into clear business advice for business owners.

About the Company Our client is a Top Wholesale Client. They seek an Accounts Receivable Specialist to join their Accounting Team. About the Role ACCOUNTS RECEIVABLE SPECIALIST Description We are looking for a full-time or part-time, on-site Accounts Receivable Specialist to join our team. This role primarily involves collecting, reconciling and applying customer payments, working with the sales team to address and resolve any invoice issues, and maintaining payment documentation. The successful candidate will be a team-oriented individual that values efficiency of collections and accuracy. The Accounts Receivable Specialist will play a crucial role in our finance team, ensuring the smooth operation of our accounts receivable processes and contributing to our financial health. Responsibilities: • Process credit card, cash, check, and ACH payments; reconcile receipts against open invoices and accurately apply payments to customer accounts based on information in their remittance advices or directions from the customer., • Process credit card payments for customers who keep card information on file for regular or once a month processing (a select number of customers, not all)., • Collaborate with the sales teams to resolve payment discrepancies, billing issues, and inquiries., • Prepare deposit slips daily for bank deposits., • Work directly with the customer in a professional and courteous manner to collect outstanding invoices or resolve discrepancies in a timely and efficient manner., • Send out statements at the beginning of every month to customers., • Maintain detailed notes on dates, times and contact details for all follow ups., • Monitor customer accounts for non-payment, delayed payments, and other irregularities., • Follow up consistently on open invoices, and alert management about any invoices open past the customer terms extended., • Thoughtfully respond to and assist with customer requests and inquiries., • Adjust invoices for products not shipped or picked up., • Generate and analyze weekly and monthly AR reports., • Prepare ad hoc reports upon request., • Assist the Accounting team in resolving any issues that arise from the bank reconciliation process or through day to day operations., • File sales invoice payment support in a timely manner., • Manage process for setup of new customers., • Review invoices to ensure freight costs were properly added, and the appropriate sales tax jurisdiction was applied., • Work directly with collections agencies when necessary – providing invoice, delivery and follow up documentation and details., • Collaborate with the accounting team and other departments as needed., • Undertake additional duties as assigned. Required Skills: • Experience with QuickBooks Enterprise preferred., • Must be proficient in account reconciliation and payment application processes., • Polite and courteous attitude with internal staff, management, and customers., • Strong problem-solving skills and the ability to identify and resolve discrepancies., • Ability to handle high volume payment applications and customer inquiries during the spring season., • If candidate is part-time, they will be asked to work full time hours for approximately 8 weeks during the busy season (April – May), • Excellent grammar, communication skills, both written and verbal., • Proficiency in Microsoft Excel. JobID: 48650

Must be in our Melville Long Island office two days a week. Key Responsibilities Cash Application & Deposit Processing • Search for and identify customer payments to ensure timely and accurate application to accounts., • Process and deposit checks received from clients., • Monitor and maintain AR mailboxes and payment-related correspondence., • Research unidentified or unapplied cash and coordinate resolution with internal teams and clients., • Ensure cash is properly applied and account balances remain accurate. Billing • Process full-time (FT) placement billing accurately and timely., • Prepare and process timecard-based billing., • Prepare and process flat-rate and fixed-fee billing., • Review billing information for accuracy prior to invoice submission., • Identify billing discrepancies and coordinate corrections with the appropriate internal departments., • Process high-volume customer billing, including approximately 400 invoices through Ariba at month-end. Credits & Debits • Execute approved credits and debits in Great Plains (GP)., • Review supporting documentation and approvals before processing adjustments., • Ensure credits and debits are properly coded and applied to the appropriate customer accounts., • Research discrepancies and coordinate resolution when adjustments are required. Intercompany Transfers • Coordinate and request intercompany transfers between entities., • Prepare supporting documentation for intercompany transactions., • Follow established approval and accounting procedures for transfers., • Monitor transfers through completion and ensure transactions are properly reflected in the applicable accounts. TermSync & Collections Support • Send and monitor TermSync reminders and related customer communications., • Maintain accurate documentation of customer follow-up., • Assist with collection-related activities and account research as needed., • Escalate billing or payment issues that may impact collections. Customer Portals & Administrative Support • Complete billing and administrative deliverables through customer/vendor portals, including:, • Coupa, • Ariba, • Other customer-specific billing portals, • Upload invoices, supporting documentation, and required billing information., • Monitor portal submissions for errors, rejections, or missing information and resolve issues promptly., • Maintain accurate records of portal submissions and invoice status., • Work closely with AR, Billing, VMS, Operations, and other internal teams to resolve portal and invoicing issues. Month-End Responsibilities • Support month-end billing and cash application activities., • Complete high-volume customer portal invoicing within established deadlines., • Process approximately 400 Ariba invoices during month-end., • Review outstanding billing items and identify invoices requiring correction or additional documentation., • Communicate outstanding issues and potential month-end impacts to management. Required Skills & Qualifications • 2+ years of Accounts Receivable, Billing, Cash Applications, or related accounting experience., • Strong understanding of AR and billing processes., • Experience with high-volume invoice processing., • Experience with customer/vendor portals such as Coupa and Ariba preferred., • Experience with Microsoft Dynamics GP/Great Plains or a similar accounting system preferred., • Strong attention to detail and accuracy., • Excellent organizational and time-management skills., • Ability to prioritize multiple deadlines in a fast-paced environment., • Strong written and verbal communication skills., • Ability to research discrepancies and resolve issues independently., • Strong Excel and Microsoft Office skills., • Ability to maintain confidentiality and handle financial information appropriately. Core Competencies • Accuracy & Attention to Detail, • Organization & Time Management, • Accountability & Ownership, • Problem Solving, • Analytical Thinking, • Communication, • Prioritization, • Deadline Management, • Customer Service, • Team Collaboration Success Measures Success in this position will be measured by: • Accurate and timely billing., • Timely completion of month-end invoicing., • Accurate processing of credits, debits, and intercompany transfers., • Timely cash processing and deposit activity., • Reduction of billing errors and portal rejections., • Timely completion of customer portal requirements., • Accurate maintenance of AR records., • Consistent adherence to established AR policies, procedures, and internal controls.

Responsible for achieving or exceeding the assigned sales budget and representing Nikon to customers within the assigned territory. Position goal is to drive revenue growth by enhancing current vendor relationships and by identifying new business opportunities, nurturing prospective client relationships and expanding existing accounts through proactive outbound and inbound sales efforts. This role leverages open channels of communication to engage customers, understand their needs, and deliver solutions that align with NI objectives. Keep Associate GM; SRO & Imaging Sales apprised of ongoing activities. ESSENTIAL FUNCTIONS AND KEY AREAS OF RESPONSIBILITY: • Identify and develop business opportunities through outbound prospecting and market research., • Developing and implementing business development plans that align with overall company strategies., • Achieve and exceed revenue and margin targets within their respective territory, • Daily interaction with dealers to discuss sales, inventory, displays and merchandising, plan events and advertising, training of store personnel, gather competitive information, and secure orders., • Tracking and analyzing key performance indicators (KPIs) to assess the effectiveness of business development activities., • Review and process promotional spending and credits with accuracy and timeliness, • Develop new prospects and sales opportunities., • Develop and maintain strategic relationships with stakeholders to drive results, • Work to train customers and dealer associates on the latest Nikon product and applications., • Attend sales meetings and work trade shows representing Nikon products, • Complete all necessary regular reporting including sales and activity reports, expenses and the like in a timely manner., • Work outside of normal hours of operation, as needed, in order to fulfill essential functions and responsibilities., • Maintain regular contact with Nikon Inc. Sales Management and other Business Development Mangers to share territory activity, sales trends, and another other relevant competitive information. Ancillary responsibilities: • All other duties as required or needed. KNOWLEDGE, SKILLS & ABILITIES: • 6 + years’ sales experience in a retail environment, • 2 + years of photography experience preferred, • B.A. preferred but not required., • Word, Excel and PowerPoint, • MS Outlook, • Ability to understand sales cycle and qualify leads, • Working knowledge of camera and video equipment, • Thorough knowledge of Nikon Inc. photographic products, • Excellent presentation and public speaking skills, • Excellent communication skills, • Strong organization and time management skills, • Ability to work outside of regularly scheduledwork hours as needed, • Must be able to travel; sometimes weekends, • Ability to lift up to 50 lbs.

Company Overview: At Gilbert, we create custom architectural millwork and interiors for high-end luxury retail brands. Our projects are highly customized, detail-driven, and require close collaboration between clients, architects, designers, general contractors, and our internal teams. We combine craftsmanship, technical knowledge, and creative problem-solving to bring our clients' visions to life. Position Summary: We are seeking a client-focused, highly organized Pre-Sale Project Coordinator to support luxury retail millwork opportunities from initial inquiry through proposal development and project award. This role serves as a key point of contact for clients, helping guide them through the pre-sale process while coordinating with internal teams to clarify project scope, address questions, develop solutions, and prepare competitive proposals. The position combines client relationship management, project coordination, and consultative problem-solving, with a primary focus on developing opportunities and helping Gilbert win new business. The ideal candidate enjoys working directly with clients, can interpret architectural construction drawings at an intermediate level, and knows how to ask the right questions, recognize potential issues, and coordinate practical solutions. You will work closely with estimating, design, engineering, purchasing, and fabrication to help clients navigate project requirements, explore value-engineering opportunities, and make informed decisions. In addition to supporting active opportunities, you will maintain strong client relationships, identify opportunities to expand existing accounts, and help position Gilbert for future business. KEY RESPONSIBILITIES: Pre-Sale Project Development & Coordination • Serve as a primary point of contact for clients throughout the pre-sale process, from initial inquiry through proposal development and project award., • Receive and coordinate requests for information (RFIs), proposals (RFPs), design (RFDs), estimate (RFEs), and quotations (RFQs), as applicable to the project., • Help clients navigate project requirements, clarify expectations, and identify the information needed to develop accurate proposals., • Track outstanding questions, drawing revisions, pricing requests, client decisions, and deadlines to keep opportunities moving forward., • Coordinate with internal teams to gather information, resolve questions, and ensure client requests are addressed accurately and on time., • Lead or coordinate pre-sale discussions with clients, architects, designers, and general contractors to clarify scope, requirements, and potential solutions. Drawing Review & Problem-Solving • Review architectural construction drawings, elevations, details, specifications, and related project documents to understand the general millwork scope and requirements., • Identify missing information, inconsistencies, and potential concerns that may affect pricing, design, fabrication, or installation., • Ask appropriate questions and work with internal experts to clarify requirements and resolve potential issues., • Help clients understand practical considerations and alternatives when a requested design, material, or approach presents a cost or feasibility challenge, • Collaborate with design, estimating, engineering, and fabrication teams to ensure proposed solutions align with client expectations and Gilbert's capabilities. This role requires the ability to interpret construction drawings and recognize potential issues, but does not require drafting or engineering expertise. Proposal Development • Identify opportunities to simplify designs, improve cost efficiency, or recommend alternative materials and construction methods without compromising the client's core design intent or quality expectations., • Work with estimating, design, purchasing, and fabrication to evaluate alternatives and develop practical, cost-effective solutions., • Help communicate recommendations to clients, explaining the benefits, considerations, and potential cost implications., • Coordinate with estimating and internal stakeholders to ensure proposals accurately reflect project scope, specifications, client expectations, and agreed-upon assumptions., • Track proposal deadlines, coordinate revisions, and follow up on outstanding questions or information needed to finalize pricing., • Support client discussions and follow-up efforts that help move opportunities toward award. Client Relationship Management & Account Growth • Build and maintain strong relationships with assigned clients, architects, designers, procurement teams, and other key stakeholders., • Understand client needs, brand standards, business objectives, and upcoming project opportunities., • Maintain regular communication to identify future work and position Gilbert early in the project planning process., • Identify opportunities to expand existing customer relationships and introduce Gilbert's capabilities across architectural interiors, retail environments, trade shows, experiential marketing, and custom fabrication., • Develop relationships with additional business units, brands, and decision-makers within existing client organizations., • Collaborate with leadership and internal teams on strategic account growth and opportunities to strengthen Gilbert's position with key clients., • Deliver a responsive, professional customer experience that builds trust and encourages long-term partnerships. Project Handoff • Ensure proposals, scope clarifications, assumptions, and client commitments are properly documented., • Coordinate a smooth handoff to Project Management once a project is awarded, ensuring the agreed-upon scope, pricing assumptions, client expectations, and outstanding items are clearly communicated., • Participate in project kickoff meetings for major accounts as needed to support continuity and a positive client experience. REQUIRED QUALIFICATIONS: • 2+ years of experience in account management, project coordination, business development, estimating, architectural millwork, commercial interiors, construction, manufacturing, or a related field., • Ability to read and interpret architectural construction drawings and specifications at an intermediate level., • Strong client relationship and communication skills, with the ability to work confidently with architects, designers, general contractors, procurement teams, and other stakeholders., • A consultative, solutions-oriented approach to working with clients and addressing project challenges., • Ability to recognize potential scope gaps or feasibility concerns and coordinate with the appropriate internal experts to resolve them., • Strong organizational skills, attention to detail, and consistent follow-through., • Ability to manage multiple opportunities, requests, and deadlines simultaneously., • A collaborative working style and the ability to coordinate effectively across client-facing, technical, and manufacturing teams., • Proficiency in Microsoft Office; familiarity with CRM systems. Work Location: In person

Title: Senior Accountant – Investor & Financial Reporting Location: Hauppauge, Long Island, NY (Hybrid) Industry: Public Company / Commercial Real Estate A publicly traded firm in Hauppauge is seeking a Senior Accountant to provide critical support across accounting, financial reporting, and investor relations. This hybrid role blends hands-on accounting with exposure to public company reporting, quarterly earnings, and shareholder communications. The ideal candidate brings a strong accounting foundation, attention to detail, and 2+ years of public accounting or finance experience, with a passion for accurate reporting and analytical insight. Benefits & Perks • Hybrid work flexibility, • Competitive salary and bonus potential, • Medical, dental, and vision coverage, • 401(k) plan with company match, • Paid time off and company holidays, • Life, short-term, and long-term disability coverage, • HSA/FSA options, • Employee assistance and wellness programs Key Responsibilities Accounting & Financial Reporting • Prepare and review financial schedules, journal entries, and account reconciliations for month-end close, • Assist in the preparation of quarterly earnings packages, board materials, and supplemental financial reporting, • Maintain accurate records for investor-facing disclosures and internal reporting dashboards, • Support annual budgeting, forecasting, and variance analysis across departments Investor Relations Support • Help prepare investor presentations, press releases, and quarterly earnings reports, • Ensure investor relations and internal financial reporting platforms are current and accurate, • Track institutional shareholder activity and prepare analysis for leadership review, • Respond to investor and analyst inquiries in coordination with senior management Analysis & Modeling • Perform detailed financial analysis of quarterly results, peer comparisons, and portfolio performance, • Review and update models for NAV, earnings, and operational metrics, • Provide insights into business performance, identifying trends, anomalies, and opportunities Special Projects & Cross-Functional Collaboration • Assist in Annual Report, Proxy Statement, and shareholder meeting preparation, • Support ad hoc financial projects as assigned by leadership, • Collaborate across Accounting, Finance, and Investor Relations teams to ensure timely and accurate reporting Ideal Candidate Profile • Bachelor’s degree in Accounting, Finance, or related field (required), • 2+ years of professional experience in public accounting, finance, or investor relations, • CPA preferred, • Experience with publicly traded companies strongly preferred; commercial real estate experience is a plus, • Solid understanding of GAAP, financial reporting, and investor disclosure processes, • Advanced skills in Excel and PowerPoint; experience with FactSet, S&P Capital IQ, or Adobe InDesign is a plus, • Strong analytical, organizational, and communication skills, • Detail-oriented, proactive, and able to meet tight deadlines with accuracy Ready to Take the Next Step? If you’re a Senior Accountant with public accounting experience looking for a hybrid role that combines accounting, financial reporting, and investor relations, I’d love to connect. 📩 Send your resume (Word format preferred) to Steven.Mas@lhh.com for immediate consideration. Not the right fit? Let’s stay connected — I’m recruiting for multiple accounting, FP&A, and finance opportunities across Long Island. Equal Opportunity Employer / Veterans / Disabled Candidate Privacy Information Statement: _

The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities · Manage Special Purpose Entity "SPE" activity, including: Commercial paper issuance, FX swaps, interest rate derivatives, investment activity, settlement of interest and fees, and payment of vendor invoices. · Coordinate all fund transfers in accordance with SPE program waterfalls. · Provide support to internal accounting staff to ensure proper posting of daily general ledger transactions as well as comprehensive month end profit / loss and position roll forwards. · Monitor and verify all asset and liability positions and reconcile positions · Develop and distribute performance and analytical reports · Work with management to recommend and develop operational efficiencies and procedural enhancements. · Interact with internal staff and sponsor personnel to develop and manage SPE funding strategies. Qualifications • Bachelor's degree in Accounting, Economics, or Finance or equivalent experience, • 0 - 3 years' financial analysis and modeling experience, • Advanced knowledge of Excel

People Partner (HR Business Partner) Location: Melville, NY/Mid-Atlantic Region | Hybrid – 3–4 Days Onsite with monthly travel Compensation: $90,000–$110,000 Base Salary + Annual Discretionary Bonus About the Opportunity Our client is a growing professional services firm providing accounting, advisory, wealth management, and financial services to individuals, entrepreneurs, and businesses. With a collaborative, relationship-driven culture, the organization is committed to delivering exceptional client service while investing in the growth and development of its people. The firm is seeking a dynamic and resourceful People Partner (HR Business Partner) to join its growing People & Culture team. This individual will support employees and leadership across the Mid-Atlantic region while contributing to broader, firm-wide HR initiatives. This is an excellent opportunity for an HR professional who enjoys combining strategic business partnership with hands-on execution across employee relations, performance management, onboarding, compliance, and employee engagement. Work Arrangement: This position requires 3–4 days per week in the office, with regular travel to additional offices throughout New York, New Jersey, and Eastern Pennsylvania. Key Responsibilities Talent Acquisition & Onboarding • Support onboarding and orientation programs to ensure a seamless and positive new-hire experience., • Partner with leadership and resource management teams to identify staffing needs and support workforce planning., • Help develop employee integration and retention strategies., • Assist with local campus recruiting events and initiatives in partnership with the Campus Recruiting Lead. Employee Relations & Performance Management • Serve as a trusted HR resource for employees and managers on a range of workplace matters., • Address employee concerns, facilitate conflict resolution, and promote a positive and productive work environment., • Support performance management processes, including goal setting, performance reviews, coaching, and performance improvement plans., • Provide guidance to managers on employee development, performance concerns, and effective people management practices. Compliance & Policy Management • Help ensure compliance with applicable federal, state, and local employment laws and regulations., • Manage employee relations investigations and separations with discretion, professionalism, and appropriate documentation., • Support the development, interpretation, and consistent application of HR policies and procedures. HR Operations & Systems • Maintain accurate employee records and HR data within the HRIS., • Generate reports and analyze workforce data to support HR initiatives and business decisions., • Identify opportunities to improve HR processes, systems, and operational efficiency. Culture, Engagement & Development • Support employee engagement, inclusion, and retention initiatives., • Partner with Learning & Development to identify training needs and support employee and manager development., • Coordinate firm-wide programs, events, and people initiatives in collaboration with colleagues across multiple offices. Strategic HR Partnership • Build strong working relationships with business leaders and employees across the region., • Collaborate with Talent Acquisition, Total Rewards, Resource Management, and Learning & Development to deliver effective HR solutions., • Use people analytics and workforce insights to inform business decisions., • Support organizational change, workforce planning, and broader HR initiatives. Qualifications • Bachelor’s degree in Human Resources, Business Administration, or a related field., • At least 3 years of HR generalist experience; experience in professional services, accounting, financial services, or a similarly client-focused environment is preferred., • Strong understanding of employment laws, HR best practices, and employee relations., • Experience with an HCM or HRIS platform; Workday experience is preferred., • Proficiency in Microsoft Office Suite., • PHR or SHRM-CP certification is a plus., • Excellent interpersonal, communication, and relationship-building skills., • Strong analytical, problem-solving, and organizational abilities., • Ability to handle confidential information with discretion and professionalism., • Adaptability and a collaborative mindset, with an interest in continuous improvement. Compensation & Benefits • Base salary of $90,000–$110,000, plus an annual discretionary bonus., • New business and employee referral bonus opportunities., • Anniversary bonus., • Open paid time off policy., • 401(k) plan with company match and safe harbor contributions., • Medical, dental, and vision insurance., • Company-paid life insurance., • Nine paid holidays., • Annual performance reviews., • Additional employee benefits and professional development opportunities. Equal Employment Opportunity Our client is an equal opportunity employer committed to maintaining a respectful, inclusive, and professional workplace. Employment decisions are made without discrimination or harassment based on any characteristic protected by applicable federal, state, or local law

You’ll be joining a 40-person firm who have doubled in size over the past four years. Let’s face it, it’s hard to hire good people into CPA firms. This firm recognizes this. That’s why they do everything they can to retain their good people and have a brilliant track-record of doing so. Why join them? -You’ll have a sensible schedule. Yes, even at busy season. -You’ll have good benefits and an annual pay rise. The Partner ensures they’re competitive with what the bigger firms pay their staff -You won’t be joining a firm that has promotion cycles. You’ll be promoted on merit. Not because of the time of year or how long you’ve been there. -You’ll get exposure to a wide range of industries -You’ll have access to fantastic training and development opportunities, particularly in the summer months. -Benefits are strong with 4 weeks of PTO + holidays and generous healthcare and 40(k) schemes They’re looking to hire Tax Seniors and Tax Managers for their two offices locations in NYC and Long Island. How to Apply If you’d like to know more about this position, just hit the apply button and I’ll be in touch. If you’re just browsing the job boards and haven’t dusted off that resume yet, that’s not a problem, you can give me a call first. You’ll find my number on LinkedIn (Ian Hallam at Distinct North America). If you prefer, you could drop me a connection or message on Linked In and we can pick up from there. If you’ve reviewed this advert and you’re unsure whether to apply because you don’t have all the required experience, we still encourage you to hit that apply button. We support the CPA firms we partner with in building diverse, inclusive and equitable workplaces, so even if your experience doesn’t align perfectly, please do still apply. If this position isn’t quite right, it’s highly likely we’ll have other Public Accounting positions that could be a good fit for you.

You’re already a Tax Manager. So why move firms just to do the same job somewhere else? This one gives you a few good reasons. More progression without donating your evenings to the cause. That’s the appeal here. You’ll join a regional CPA firm that’s big enough to offer genuine career progression, but still feels small enough that people know who you are. And because work life balance shouldn’t just be something written on the careers page, there’s generous PTO and busy season hours are capped at 55 per week. There’s genuine room to progress, a broad commercial client base, generous PTO and, rather importantly, a 55 hour cap during busy season. The other nice bit is variety. This is a proper generalist Tax Manager role, working across manufacturing, real estate, nonprofits and professional services. You’ll handle 1120s, 1040s, 1065s and 1041s, provide technical support to clients, and get involved with billing, scheduling and project management. It’s a top rated regional firm with the opportunities that brings, without turning your role into one tiny corner of tax or expecting the office to become your second home. How to apply Here’s the part most people get wrong: you don’t need to tick every box to introduce yourself. The apply button is not legally binding. Worst case? We chat, decide the timing isn’t right, and you carry on. Best case? You bag yourself a fantastic new position. Prefer the human touch? Splendid. Ring me up. I’m at 646-540-9666. Sometimes Indeed hides my number. If they’re sneaky like that, you'll find my details on LinkedIn. I’m Georgina Ross at Distinct North America. Also, I get it can be hard to talk with the fear of your Managing Partner walking past your office. I’m around early (6am EST) and after-hours too.

Job Summary We are looking to add an Audit Senior to help lead and guide our clients, in addition to supporting our internal leaders with the on-going growth in our Northeast Region. As an Audit Senior, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior serves to lead client engagements, maintain client relationships, and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Job Description WHAT YOU WILL DO Regular Duties Include (but Are Not Limited To) • Perform and assist with audits, reviews and compilations for clients in various industries, • Prepare and analyze financial statements and evaluate internal controls, • Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up, • Deep understanding of accounting and reporting standards, • Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines, • Interact with clients to help ensure the information flow from the client to the audit team is efficient, • Communicate with Client, Management, and Managing Director on work status and client issues that arise Experience WHAT WE ARE LOOKING FOR • 4+ years in relevant position, • Public accounting or other professional services environment preferred Education • Minimum Bachelor’s degree or equivalent technology experience, • Bachelor’s in Accounting (for Audit or Tax) License / Certification • Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance, • Must maintain required CPE credits annually Legal / Compliance • Must complete acknowledgement of Independence Guidelines and Ethical Standards document, • Governmental engagements require ability to obtain a security clearance from the United States government For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. Who We Are UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. What We Offer POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. Attractive Compensation Packages Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships. Candidates without a transferable book of this size will not be considered. WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $10 Billion in client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy & enthusiasm every day. Driven – We work tirelessly to achieve exceptional outcomes. Approachable – We always make sure people feel welcome. Candid – We tell it like it is in language you will understand. Caring – We have your back. Firm Priorities • Growth We are committed to growth, • Efficiency We desire to run the firm as efficiently as possible., • Exceptional Outcomes We want all our clients and team members to have them. OVERVIEW Your role as a Financial Advisor is central to Procyon's growth. As a trusted expert and the face of the firm to your clients, you will drive new business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This role blends deep technical mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your practice while delivering a white-glove experience at every touchpoint. The ideal candidate is an accomplished, entrepreneurial advisor who is a genuine expert in the field, thrives on business development, and takes ownership of both client relationships and their own growth. QUALIFICATIONS • Minimum $40 million in current, transferable client assets under management (AUM) required. This posting is for an established advisor with an existing, portable book of business — not a developing or early-career advisor., • Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind., • Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships., • Series 65, or ability to obtain within 3 months of start date., • CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy., • Proven ability to source, cultivate, and convert prospects into long-term clients., • Exceptional interpersonal, written, and verbal communication skills, with the ability to explain complex topics simply and persuasively., • Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment., • High personal character and integrity, with a clean compliance record., • Team player with a strong work ethic, self-motivation, and a genuine desire to grow your practice. Optional: While not a requirement, familiarity with our tech stack is a plus. • Custodians — Charles Schwab and Fidelity, • CRM — Salesforce, • Performance Reporting — Black Diamond, • Financial Planning — eMoney, MoneyGuidePro, FP Alpha JOB DESCRIPTION This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways: Business Development & Client Acquisition • Drive the firm's growth by sourcing, cultivating, and closing new client relationships, • Build and execute a personal business development plan, leveraging referrals, and Procyon's marketing and PR efforts., • Develop Center’s of Influence through networking and events, • Deliver compelling, expertise-driven presentations clients closing leads and referrals Advisory Expertise & Client Relationships • Serve as the trusted lead advisor and subject-matter expert for your clients, delivering planning-led advice across investments, retirement, estate, tax, and risk., • Build strong, long-term relationships by understanding each client's goals proactivley, • Answer client questions with superior service front of mind, always, and coordinate meetings, deliverables, and follow-up. Financial Planning & Wealth Strategy • Partner with the Financial Planning team to develop and present high-integrity financial plans, • Identify gaps in clients'/prospects' plans to generate new business & deepen relationships, • Provide strategic investment, retirement, estate, tax, and insurance guidance Collaboration & Firm Resources • Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice., • Adhere to the firm's standardized client service and maintain a clean compliance record, • Collaborate across teams, sharing insights and contributing to a high-performing culture. WHY PROCYON Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm. Travel: Up to 10% of the time between office and event locations Full / Part-time: Full Time Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor

Compensation: $200,000 – $250,000 base + annual bonus. Benefits: medical, dental, vision, 401(k), and paid time off. Why this role Maxima Apparel is a global apparel company with teams across the US, Mexico, India, and China. We're looking for a hands-on finance leader to own accounting, reporting, tax, and controls across all of our entities—and to build a modern, AI-enabled finance function from the ground up. You'll sit at the executive table with real authority to change how finance works. What you'll own • Global accounting & close – GAAP close, AP/AR/collections, and controls across US, Mexico, India, and China entities., • Team leadership – Lead accounting teams in four countries, including the VP Finance in India and regional finance leads. Our team is largely offshore-based., • Tax & compliance – Corporate, shareholder, and sales tax (wholesale, retail, e-commerce); international VAT/GST; payroll compliance in all locations., • Planning & cash – Budgets, forecasts, long-range plan, cash and liquidity management, and financial risk., • Finance transformation – Set and execute the automation/AI roadmap (AP/AR, reconciliations, forecasting, reporting) and partner with IT on ERP modernization. What you bring • Bachelor's in Accounting or Finance; CPA and/or MBA preferred., • 12+ years of progressive finance leadership, including 5+ in a senior role (VP, Controller, or CFO level)., • Multi-entity, multi-country experience (consolidation, intercompany, VAT/GST)., • Track record leading and developing offshore or global teams., • Experience automating finance processes and modernizing systems (ERP, BI, automation tools)., • Apparel, fashion, or consumer products experience is a strong plus. Why Maxima • Executive visibility and direct line to leadership., • A true build opportunity—modernizing systems and processes is a priority, not a side project., • Global business with brands consumers know., • Competitive base and bonus, plus medical, dental, vision, 401(k), and PTO.

About Harbor Accounting Group Harbor Accounting Group is a growing CPA firm serving closely held businesses, entrepreneurs, high-net-worth individuals, and families. We combine the resources and technology of a larger firm with the direct client relationships and accessibility of a local practice. We are seeking a Tax Manager or Senior Tax Manager who wants more than a traditional review role. This is a hands-on position for someone who enjoys preparing and reviewing tax returns, working directly with clients, solving problems, and managing engagements from start to finish. Candidates with Big 4, national, regional, or strong local public accounting experience who are looking for greater ownership are especially encouraged to apply. The Opportunity You will work directly with business owners and individual clients across tax, accounting, and advisory matters. Your work will include tax return preparation and review, tax planning, QuickBooks, payroll, sales tax, estimated taxes, PTET, and general business advisory. We are looking for someone who wants to understand and manage the entire client relationship, not just one part of the engagement. Responsibilities • Prepare and review Forms 1040, 1120-S, 1120, 1065, and 1041., • Handle individual and closely held business tax matters., • Perform year-round tax planning and projections., • Advise clients on estimated taxes, extensions, and New York State PTET., • Review QuickBooks files, financial statements, trial balances, and adjusting entries., • Assist with bookkeeping, payroll, and sales tax matters., • Research federal, state, and local tax issues., • Respond to IRS and state notices., • Manage engagements from information gathering through final delivery and e-filing., • Communicate directly with clients and resolve open items., • Review and mentor staff., • Work closely with partners on complex tax matters and client relationships., • Identify tax planning and advisory opportunities., • Help improve processes through technology, automation, and AI. What We're Looking For • Bachelor's degree in Accounting or a related field., • CPA strongly preferred., • 6+ years of public accounting experience, with additional experience for Senior Manager candidates., • Strong experience preparing and reviewing Forms 1040, 1120-S, 1120, and 1065., • Form 1041 experience is a plus., • Experience with tax planning, projections, PTET, and multi-state compliance., • Working knowledge of QuickBooks Desktop and/or QuickBooks Online., • Understanding of bookkeeping, trial balances, and adjusting entries., • Experience with payroll and sales tax matters., • Strong client communication and relationship-management skills., • Ability to manage engagements independently from start to finish., • Strong organizational and deadline-management skills. Who Will Thrive Here This role is ideal for someone with a strong technical foundation who is ready for broader responsibility and more direct client exposure. You are comfortable reviewing the books, identifying accounting and tax issues, preparing the return, and speaking directly with the client about planning for the year ahead. Most importantly, you take ownership of your work and your client relationships. Why Harbor Real ownership. Manage client relationships and engagements from beginning to end. Broader experience. Work across tax, accounting, planning, payroll, sales tax, and advisory matters. Direct partner access. Work closely with firm leadership without multiple layers of management. Career growth. Harbor is expanding, creating meaningful opportunities for professionals who want to grow into larger leadership roles. Modern technology. We are investing in workflow, automation, and AI to make our professionals more effective. Your ideas matter. We want people who identify better ways to work and help us implement them. Compensation & Benefits • Base salary of $160,000–$185,000+, depending on experience., • Performance-based bonus opportunities., • Potential equity or stock participation., • 401(k) with employer match., • Health insurance., • Paid time off., • Professional development and continuing education support., • Primarily in-office in Syosset, NY, with the option to work remotely on Fridays. Ready for More Ownership? If you’ve built a strong foundation in public accounting and are ready for greater ownership, client responsibility, and long-term growth, we’d like to meet you. If you’re looking for your next professional home—a place where you can grow, make an impact, and build lasting client relationships—we invite you to explore a career with Harbor Accounting Group.

Audit Senior (remote available) $80-100K base salary (depending on experience) + bonus + full package Location: East Meadow, NY (open to remote candidates able to work EDT business hours) We're seeking an experienced Audit Senior with prior experience auditing Common Interest Realty Associations (CIRAs), including homeowner associations (HOAs), condominium associations, and housing cooperatives (co-ops). This role will support audits, reviews, compilations, and financial reporting for a well-established New York CPA firm specializing in community association clients. What You'll Do • Lead and execute audit engagements from planning through issuance, • Serve HOA, condominium, co-op, and other CIRA clients, • Prepare and review financial statements, audit workpapers, and related reports, • Collaborate directly with clients, boards, and management teams throughout engagements What We're Looking For • BS in Accounting, • Active CPA license, • 6+ years of public accounting audit experience, • Prior experience auditing HOAs, condominium associations, co-ops required, • Strong client-facing communication and relationship-building skills Benefits • remote flexibility, • $80-100k base salary (DOE), • discretionary annual bonus, • Comprehensive medical, dental coverage, • 401(k) with employer match, • Generous PTO If you enjoy owning CIRA engagements and working directly with clients, let’s talk.

Position Title: Accountant Location: Plainview, Long Island, NY (On-Site) Industry: Manufacturing We are seeking a hands-on accounting professional to join a growing manufacturing team. In this role, you will take ownership of the company’s daily financial operations, ensuring that transactions are accurate, reconciliations are complete, and the flow of financial information supports decision-making at all levels. This is an excellent opportunity for someone who thrives in a fast-moving environment and wants to make a visible impact on business performance. What You’ll Be Doing: • Own the full cycle of Accounts Receivable and Accounts Payable, including invoice processing, payment application, reconciliations, and record maintenance., • Act as the primary liaison with vendors and customers, ensuring clear communication and prompt resolution of discrepancies., • Lead the onboarding of new vendors and clients, setting up accounts and verifying documentation to maintain smooth operations., • Drive the month-end close process, posting journal entries, reconciling accounts, and preparing supporting schedules., • Monitor account activity and highlight irregularities or opportunities for improvement to management., • Partner with internal teams to ensure financial data aligns with operational activity., • Recommend and implement process improvements to enhance efficiency, accuracy, and internal controls as the organization grows. What We’re Looking For: • 4+ years of accounting experience, ideally within a manufacturing setting, • Proven ability to manage AR and AP from start to finish, with a focus on accuracy and timeliness, • Strong understanding of GAAP, account reconciliations, and internal control procedures, • Comfortable with accounting software; ERP system experience is highly desirable, • Highly organized, detail-oriented, and self-directed, with the ability to handle multiple priorities, • Excellent communication skills and a collaborative mindset Please send your resume (in Word format) to Steven.Mas@lhh.com for immediate consideration. Not the perfect match? Let’s stay connected. We’re recruiting for a variety of finance and accounting roles across other sectors. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _

Senior Cost Accountant Farmingdale, NY Our client is a mid-sized manufacturing corporation looking to hire a Senior Cost Accountant for their team. Qualified candidates will have a Bachelor’s in Accounting or Finance along with four years of cost accounting and analysis experience in the manufacturing industry. You will work with the Controller to provide detailed, accurate analysis and reporting around production and efficiency. This is a terrific opportunity to join a sizable, growing corporation and assist them as they continue to grow and develop. This is a full-time onsite position offering a salary of $110,000 to $150,000. They offer a comprehensive benefits package including health and life insurance, PTO, 401k match. Responsibilities for the Accountant job include: • Compile and analyze financial data related to production, • Assist in the monthly preparation of financial statements, • External audit preparation and support, • Cost analysis and reporting, • Involvement in ad hoc projects as necessary Qualifications: • Bachelor’s degree in Accounting or Finance, • Four or more years of cost accounting/analysis experience within a manufacturing environment is required, • Combination of accounting, cost analysis skills, • Strong presentation skills, • Strong technical aptitude, must know Pivot Tables, VLookups in Excel, • Excellent communication skills, both written and verbal If you would like to be considered for this or any other position posted by LHH, please email your resume to Erik.Hansen@lhh.com or you can visit our web site at _ . Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance

JOB SUMMARY As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. JOB DESCRIPTION Tax Preparation • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.), • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships, • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis • Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes, • Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns, • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards, • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions, • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work, • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members, • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities • May supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 3 – 6 years of relevant experience, • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained, • Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $105,000 to $136,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The ideal candidate will be responsible for timely and accurate preparation of financial accounting data in a variety of areas. It is essential that this candidate brings analytical and organizational skills in order to best support the accounting team. Responsibilities • Experience in trade spend, sales finance, and deductions or a closely related accounting function., • Strong knowledge of trade promotions accounting, including deductions, chargebacks, and accrual-based analysis., • Proven ability to analyze revenues, investigate variances, and process account adjustments accurately., • Advanced proficiency in Microsoft Excel, including complex analysis and reporting for large data sets., • Hands-on experience working with NetSuite and other financial or reporting systems., • • Ability to create clear financial reports and translate data into practical business insights. Qualifications • Bachelor's degree or equivalent in Accounting, Economics, or Finance, • 3-5 years' experience in accounting, • Proficient in Microsoft Excel

Excellent Opportunity for an ENTRY LEVEL FINANCIAL ANALYST at a Long Island financial Services Company in Melville, NY. Must have : Bachelor's degree or higher in Economics, Finance, Accounting, Mathematics, Data Analytics or related INDUSTRY Strong Excel skills Own transportation All candidates are subject to a background check and an assessment. Send your resume to Lorraine.cochrane@roberthalf.com

Calling all career-changers, recent grads, and motivated professionals! Northwestern Mutual is growing our team of financial representatives. The Abbass Agency welcomes applications from highly successful individuals to join our network office. A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients ranging from individuals, families, and business owners. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more. This role may be a fit for you if... • You know how to connect with people and build relationships, • You are a driven person who is committed to succeeding, • You are ready to earn more for your hard work, • You enjoy helping others and have a desire to make an impact, • You are ready to live the life you want, both personally, professionally, and financially What does a career with Northwestern Mutual offer you? • Licensing sponsorship - NYS Insurance License, SIE, Series 7 & Series 63., • Extensive training and development through our award-winning training program, • The opportunity to build your own business with the backing of a Fortune 100 company, • Personalized coaching and market (client) development resources, • Financial support for professional designations and certifications, • Flexibility, autonomy, independence, • Uncapped earning potential, • Opportunities for growth and professional development, • Comprehensive benefits package Compensation & Benefits This is a commission-based career with some startup capital provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in. • First-Year Stipends & Bonuses: Earn up to $55,000 while you're getting started, • Commissions: Uncapped earning potential with enhanced commissions for your first few years., • Benefits: Comprehensive benefits including health, dental, and vision insurance; employee assistance program, employee discount, financial planning services, flexible schedule, flexible spending account, Life insurance, parental leave, professional development assistance, and retirement plan. Don't have a background in Finance? That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own. We are looking for individuals with a history of success in their career, college athletics or having a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented. Why join Northwestern Mutual? • FORTUNE® 500 Rank: No. 111, • One of “World’s Most Admired” companies (FORTUNE® Magazine, 2024), • Unsurpassed Financial Strength Rating amongst all major credit agencies, • TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews), • Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual, • Recipient of the 2024 APEX Award from Training Magazine, • Best Places to Work #82 (Glassdoor, 2021), • America's Best Employers for Diversity (Forbes, 2023)

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Job Summary We are currently seeking a Tax Manager to join our team in our Jericho, NY office. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Directing Tax Seniors, Semi Seniors, and Associates and staff accountants, • Ensuring that assignments are accomplished within the budgeted time, • Interacting with clients to discuss issues with regard to tax information throughout the year, • Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities, • Identifying any risk management issues and proposes potential solutions through various research and collaboration, • Conducting research and drawing conclusions in order to face target issues Qualifications • Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent preferred, • 5+ years of progressive tax preparation, review and supervisory experience, • CPA license is required, • Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH, • Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Ability to manage staff on multiple engagements, • Bachelor's degree in Accounting required, • CPA license is required, • Ability to work in a team environment, supervise staff and lead projects, • Ability to work additional hours as needed, • Strong communication skills, both verbal and written, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s): New York ranges are from $110,000 – $160,000 New Jersey ranges are from $110,000 – $160,000 Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities (“Grassi”) will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi’s main phone number listed on our official website.

📢 Hiring: Finance Manager | Westbury, NY 📍 Location: Westbury, NY – Local Candidates Only ⏳ Duration: 6+ Months 🎥 Interview: Video + In-Person 🔗 LinkedIn Profile Required We are looking for a Finance Manager to support Business Financial Services and work closely with the Assistant Superintendent, supporting the administrative offices of 30 districts. Key Skills & Experience: • Finance, accounting, budgeting, and payroll, • Payroll taxes, wage laws, and ACA reporting, • GASBY experience preferred, • Retirement systems: ERS/TRS, • Accounts receivable and check processing, • W-2/1099 processing and year-end reporting, • EFT, ACH, and Positive Pay files, • State reporting and fiscal year-end processing, • HR, bidding, and financial systems administration Ideal Candidate: • Strong payroll and accounting background, • Knowledge of tax laws and fiscal procedures, • Excellent communication, organizational, and multitasking skills, • Ability to train others and work in a high-profile, accuracy-focused environment, • Must be local and available for an in-person interview 📩 Interested or know someone who may be a fit? Please DM me or share your updated resume and LinkedIn profile. #Hiring #FinanceManager #FinanceJobs #Payroll #Accounting #WestburyNY #NassauCounty #LongIslandJobs #ContractJobs #OpenToWork